All video guides
Record a cash, check or offline payment
Record money already received outside this online payment flow.
20 sec Admin Recorded
What happens, step by step
- 1 Start on the admin Dashboard; click Billing.
- 2 Open an issued unpaid invoice and click Record Payment.
- 3 Set Amount, Method, optional Reference and Received on.
- 4 Click Record payment.
Frequently asked questions
Can I record an old check today?
Yes. Enter the check reference and set Received on to when the money was received.
Does Bank Transfer initiate ACH?
No. Record Payment logs an offline payment. Online ACH is a separate family payment method.
Want to try it yourself? Start free, or read the help centre.